BeOne Medicines AG (ONC) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcript

SA Transcripts 162.2K Followers Follow BeOne Medicines AG ( ONC ) Morgan Stanley 24th Annual Global Healthcare Conference September 14, 2026 11:30 AM EDT Company Participants Aaron Rosenberg - Chief Financial Officer John Scotti - Head of Strategy Conference Call Participants Sean Laaman - Morgan Stanley, Research Division Presentation Sean Laaman Morgan Stanley, Research Division Good morning, everyone. I'm Sean Laaman, Head of U.S. Mid-cap Biotech Equity Research here at Morgan Stanley, and welcome to our Global Healthcare Conference. Before we begin, for important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. And if you have any questions, please reach out to your Morgan Stanley sales representative. For this session, we have from BeOne Medicines, CFO, Aaron Rosenberg; and Head of Strategy, John Scotti. Welcome, and thanks for your time, gentlemen. Question-and-Answer Session Sean Laaman Morgan Stanley, Research Division Maybe just to open sort of a macro question. Can you talk broadly about how the company has changed in the past 10 years as it's become a fully integrated global oncology company with capabilities to address industry challenges? Aaron Rosenberg Chief Financial Officer That's great. And thanks, Sean, for having us. It's great always to be here at the Morgan Stanley conference. So it's hard to go through everything that's changed in the last 10 years. I mean, 10 years ago, the company was nascent. It was a company that had very little revenue, a couple of hundred employees and was just -- really had no significant commercial or manufacturing capabilities to speak of. So much has happened over that 10-year period with where today we are a leading global oncology company. I think the hallmark of that capability difference is the investment across the value chain in our fully integrated business model from research with our high throughput research organization through ultimately what